Wall Street buzzing over potential SpaceX-Tesla merger in wake of ‘flying' car demo

Impact · against what's priced in

The potential Tesla-SpaceX merger is a speculative catalyst that remains outside the current market valuation, as the price currently ignores high-margin paradigm shifts. While the 'flying' car demo and merger buzz provide positive momentum, they do not resolve the core valuation crux: the commercial viability of FSD v15 and robotaxis.

TSLA+0.40

Not in the price yet

In context

The prospect of a merger with SpaceX and the 'flying' car demo represent a new growth vector and structural change not currently accounted for in a price that is leaning bearish and ignoring major transformations.